The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AMAZON.COM INC Stock 023135106   2,259,073 12,462 SH   SOLE 0 12,461 0 0
PARAMOUNT GLOBAL CLASS B COM Stock 92556H206   54 5 SH   SOLE 0 5 0 0
ALEXANDRIA REAL ESTATE EQ INC COM REIT 015271109   349 3 SH   SOLE 0 3 0 0
ROLLINS INC COM Stock 775711104   9,677 225 SH   SOLE 0 225 0 0
POWERSHARES QQQ TR ETF 46090E103   43,862 103 SH   SOLE 0 103 0 0
STARBUCKS CORP Stock 855244109   48,619 564 SH   SOLE 0 563 0 0
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF ETF 46435G672   569,875 11,501 SH   SOLE 0 11,501 0 0
JOHNSON & JOHNSON COM Stock 478160104   14,043 97 SH   SOLE 0 97 0 0
WASTE MGMT INC DEL COM Stock 94106L109   3,092 15 SH   SOLE 0 15 0 0
VANGUARD TOTAL STOCK MARKET ETF ETF 922908769   3,331,791 13,452 SH   SOLE 0 13,452 0 0
COSTCO WHOLESALE CORP Stock 22160K105   387,949 542 SH   SOLE 0 542 0 0
ISHARES MSCI EMERGING MARKETS ETF ETF 464287234   927,594 23,359 SH   SOLE 0 23,359 0 0
GAP INC COM Stock 364760108   488 23 SH   SOLE 0 23 0 0
COCA COLA CO COM Stock 191216100   53,512 915 SH   SOLE 0 914 0 0
ENTERPRISE PRODS PARTNERS L P COM Stock 293792107   56,707 1,997 SH   SOLE 0 1,997 0 0
VANGUARD REAL ESTATE ETF ETF 922908553   7,647,105 97,279 SH   SOLE 0 97,279 0 0
ISHARES MSCI USA ESG SELECT ETF ETF 464288802   3,741,735 36,201 SH   SOLE 0 36,201 0 0
ESSEX PPTY TR INC COM REIT 297178105   51,416 221 SH   SOLE 0 221 0 0
AVALONBAY CMNTYS INC COM REIT 053484101   66,771 369 SH   SOLE 0 369 0 0
INTEL CORP COM Stock 458140100   17,555 492 SH   SOLE 0 492 0 0
ISHARES U.S. FINANCIALS ETF ETF 464287788   241,355 2,697 SH   SOLE 0 2,697 0 0
NETFLIX COM INC Stock 64110L106   57,687 94 SH   SOLE 0 94 0 0
EQUITY RESIDENTIAL SH BEN INT REIT 29476L107   53,765 890 SH   SOLE 0 890 0 0
POOL CORP COM Stock 73278L105   9,104 25 SH   SOLE 0 25 0 0
SPDR S&P 500 ETF TRUST ETF 78462F103   1,003,102 2,004 SH   SOLE 0 2,004 0 0
MASTERCARD INCORPORATED CL A Stock 57636Q104   92,032 200 SH   SOLE 0 200 0 0
PORCH GROUP INC COM Stock 733245104   326 100 SH   SOLE 0 100 0 0
ALCOA CORP COM Stock 013872106   391 11 SH   SOLE 0 11 0 0
SOFI SELECT 500 ETF ETF 886364207   20,350 1,142 SH   SOLE 0 1,142 0 0
ALASKA AIR GROUP INC COM Stock 011659109   8,330 195 SH   SOLE 0 195 0 0
HOWMET AEROSPACE INC COM Stock 443201108   2,094 33 SH   SOLE 0 33 0 0
VERIZON COMMUNICATIONS INC COM Stock 92343V104   3,978 100 SH   SOLE 0 100 0 0
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF ETF 922042718   2,534,849 22,494 SH   SOLE 0 22,494 0 0
NEWELL BRANDS INC COM Stock 651229106   693 100 SH   SOLE 0 100 0 0
KIMBERLY-CLARK CORP COM Stock 494368103   6,298 50 SH   SOLE 0 50 0 0
FIRSTENERGY CORP COM Stock 337932107   52,430 1,400 SH   SOLE 0 1,400 0 0
FORD MOTOR COMPANY Stock 345370860   1,228 102 SH   SOLE 0 102 0 0
BP PLC SPONSORED ADR ADR 055622104   3,837 100 SH   SOLE 0 100 0 0
AUTOMATIC DATA PROCESSING INC COM Stock 053015103   97,101 400 SH   SOLE 0 399 0 0
NUVEEN ESG EMERGING MARKETS EQUITY ETF ETF 67092P888   92,636 3,497 SH   SOLE 0 3,497 0 0
SSR MINING IN COM Stock 784730103   759 150 SH   SOLE 0 150 0 0
ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF ETF 46435G243   3,361,615 138,795 SH   SOLE 0 138,795 0 0
ISHARES RUSSELL 2000 VALUE ETF 464287630   61,187 419 SH   SOLE 0 419 0 0
OMEROS CORP COM Stock 682143102   23,246 6,960 SH   SOLE 0 6,960 0 0
ROKU INC COM CL A Stock 77543R102   8,063 140 SH   SOLE 0 140 0 0
NUVEEN ESG U.S. AGGREGATE BOND ETF ETF 67092P870   357,812 16,691 SH   SOLE 0 16,691 0 0
ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614   154,338 476 SH   SOLE 0 476 0 0
SCHWAB U.S. BROAD MARKET ETF ETF 808524102   11,110 191 SH   SOLE 0 191 0 0
SCHWAB INTERNATIONAL EQUITY ETF ETF 808524805   12,032 323 SH   SOLE 0 323 0 0
ISHARES US REAL ESTATE ETF ETF 464287739   163,587 2,004 SH   SOLE 0 2,004 0 0
CENOVUS ENERGY INC COM Stock 15135U109   4,140 200 SH   SOLE 0 200 0 0
VIRGIN GALACTIC HOLDINGS INC COM Stock 92766K106   9 10 SH   SOLE 0 10 0 0
COGNEX CORP COM Stock 192422103   3,921 100 SH   SOLE 0 100 0 0
FS KKR CAP CORP COM CEF 302635206   1,943 102 SH   SOLE 0 102 0 0
ISHARES CORE S&P SMALL CAP ETF ETF 464287804   75,985 744 SH   SOLE 0 744 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702   266,486 670 SH   SOLE 0 670 0 0
ADOBE INC COM Stock 00724F101   10,438 22 SH   SOLE 0 22 0 0
VANGUARD SHORT-TERM CORPORATE BOND ETF ETF 92206C409   19,757,689 258,406 SH   SOLE 0 258,405 0 0
DROPBOX INC CL A Stock 26210C104   456 20 SH   SOLE 0 20 0 0
INTUIT INC Stock 461202103   15,330 25 SH   SOLE 0 25 0 0
COMCAST CORP NEW CL A Stock 20030N101   11,697 300 SH   SOLE 0 300 0 0
MICROSOFT Stock 594918104   952,670 2,313 SH   SOLE 0 2,313 0 0
DOCUSIGN INC COM Stock 256163106   290 5 SH   SOLE 0 5 0 0
SMARTSHEET INC COM CL A Stock 83200N103   264 7 SH   SOLE 0 7 0 0
WARNER BROS DISCOVERY INC COM SER A Stock 934423104   173 21 SH   SOLE 0 21 0 0
WYNDHAM HOTELS & RESORTS INC COM Stock 98311A105   695 10 SH   SOLE 0 10 0 0
TILRAY BRANDS INC COM Stock 88688T100   3 2 SH   SOLE 0 2 0 0
NIO INC SPON ADS ADR 62914V106   39 10 SH   SOLE 0 10 0 0
VANGUARD ESG INTERNATIONAL STOCK ETF ETF 921910725   2,225,648 40,577 SH   SOLE 0 40,577 0 0
READY CAPITAL CORP COM REIT 75574U101   26,359 3,112 SH   SOLE 0 3,112 0 0
BOEING CO COM Stock 097023105   53,616 315 SH   SOLE 0 315 0 0
VANGUARD SMALL CAP ETF ETF 922908751   9,018,070 42,697 SH   SOLE 0 42,697 0 0
VANGUARD MID CAP ETF 922908629   33,942,681 144,216 SH   SOLE 0 144,216 0 0
VANGUARD LARGE CAP ETF 922908637   4,825 21 SH   SOLE 0 21 0 0
NEXTERA ENERGY INC COM Stock 65339F101   9,569 150 SH   SOLE 0 150 0 0
ENCANA CORPORATION Stock 69047Q102   2,070 40 SH   SOLE 0 40 0 0
NIKE INC CLASS B Stock 654106103   2,656 28 SH   SOLE 0 28 0 0
ALIGN TECHNOLOGY INC COM Stock 016255101   6,003 20 SH   SOLE 0 20 0 0
VANGUARD SHORT-TERM TREASURY ETF ETF 92206C102   921,092 15,969 SH   SOLE 0 15,969 0 0
TESLA INC COM Stock 88160R101   37,153 239 SH   SOLE 0 239 0 0
ISHARES ESG AWARE US AGGREGATE BOND ETF ETF 46435U549   2,283,839 49,746 SH   SOLE 0 49,746 0 0
INLAND AMERICAN REIT REIT 46124J201   19,424 809 SH   SOLE 0 809 0 0
MODERNA INC COM Stock 60770K107   3,103 30 SH   SOLE 0 30 0 0
AMERICAN SOFTWARE CL A CLASS A Stock 029683109   21,180 2,000 SH   SOLE 0 2,000 0 0
ZOOM VIDEO COMMUNICATIONS INC CL A Stock 98980L101   4,372 74 SH   SOLE 0 74 0 0
GLOBAL X LITHIUM & BATTERY TECH ETF ETF 37954Y855   1,295 30 SH   SOLE 0 30 0 0
VANGUARD S&P 500 ETF ETF 922908363   26,301,666 57,179 SH   SOLE 0 57,178 0 0
COMMSCOPE HLDG CO INC COM Stock 20337X109   5 5 SH   SOLE 0 5 0 0
VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF ETF 922042676   1,830,070 45,970 SH   SOLE 0 45,970 0 0
SPDR S&P MIDCAP 400 ETF TRUST ETF 78467Y107   1,044,328 2,019 SH   SOLE 0 2,019 0 0
CROWDSTRIKE HLDGS INC CL A Stock 22788C105   31,425 107 SH   SOLE 0 107 0 0
SOFI NEXT 500 ETF ETF 886364306   2,098 160 SH   SOLE 0 160 0 0
MIRUM PHARMACEUTICALS INC COM Stock 604749101   2,385 100 SH   SOLE 0 100 0 0
PELOTON INTERACTIVE INC CL A COM Stock 70614W100   9 3 SH   SOLE 0 3 0 0
PHATHOM PHARMACEUTICALS INC COM Stock 71722W107   1,960 200 SH   SOLE 0 200 0 0
VANGUARD RUSSELL 2000 VALUE ETF ETF 92206C649   24,171 188 SH   SOLE 0 188 0 0
IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN ETF 06738C778   64 2 SH   SOLE 0 2 0 0
FIRST FINL NORTHWESTINC COM Stock 32022K102   6,111 300 SH   SOLE 0 300 0 0
VANGUARD S&P 500 GROWTH ETF ETF 921932505   8,834 30 SH   SOLE 0 30 0 0
REPLIGEN CORP COM Stock 759916109   6,439 40 SH   SOLE 0 40 0 0
MICRON TECHNOLOGY INC COM Stock 595112103   13,392 115 SH   SOLE 0 115 0 0
BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A Stock 11275Q107   1,453 49 SH   SOLE 0 49 0 0
TRAVEL PLUS LEISURE CO COM Stock 894164102   436 10 SH   SOLE 0 10 0 0
CHIPOTLE MEXICAN GRILL INC COM Stock 169656105   5,806 2 SH   SOLE 0 2 0 0
NIKOLA CORP COM Stock 654110105   2 3 SH   SOLE 0 3 0 0
ISHARES FLOATING RATE BOND ETF ETF 46429B655   204 4 SH   SOLE 0 4 0 0
SONY GROUP CORP SPONSORED ADR ADR 835699307   12,237 150 SH   SOLE 0 150 0 0
ZILLOW GROUP INC CL A Stock 98954M101   3,099 74 SH   SOLE 0 74 0 0
PALANTIR TECHNOLOGIES INC CL A Stock 69608A108   2,131 100 SH   SOLE 0 100 0 0
INVESCO NASDAQ 100 ETF ETF 46138G649   8,597 49 SH   SOLE 0 49 0 0
FISKER INC CL A COM STK Stock 33813J106   8 162 SH   SOLE 0 162 0 0
FIRST SOLAR INC Stock 336433107   2,670 15 SH   SOLE 0 15 0 0
AIRBNB INC COM CL A Stock 009066101   6,335 40 SH   SOLE 0 40 0 0
UPSTART HLDGS INC COM Stock 91680M107   8,280 369 SH   SOLE 0 369 0 0
CANOO INC CL A COM NEW Stock 13803R201   621 217 SH   SOLE 0 217 0 0
SCHWAB US DIVIDEND EQUITY ETF ETF 808524797   31,916 421 SH   SOLE 0 421 0 0
WHEELS UP EXPERIENCE INC COM CL A Stock 96328L205   33 12 SH   SOLE 0 12 0 0
NOVAVAX INC COM NEW Stock 670002401   4 1 SH   SOLE 0 0 0 0
APTIV PLC SHS Stock G6095L109   277 4 SH   SOLE 0 4 0 0
ROBLOX CORP CL A Stock 771049103   2,510 69 SH   SOLE 0 69 0 0
TRACTOR SUPPLY CO COM Stock 892356106   17,317 70 SH   SOLE 0 70 0 0
GINKGO BIOWORKS HOLDINGS INC CL A SHS Stock 37611X100   4,358 5,000 SH   SOLE 0 5,000 0 0
ELECTRONIC ARTS INC COM Stock 285512109   9,600 76 SH   SOLE 0 76 0 0
PROCORE TECHNOLOGIES INC COM Stock 74275K108   1,435 20 SH   SOLE 0 20 0 0
VISA INC Stock 92826C839   10,908 40 SH   SOLE 0 40 0 0
DIMENSIONAL U.S. SMALL CAP ETF ETF 25434V500   3,101 54 SH   SOLE 0 54 0 0
DIMENSIONAL U.S. TARGETED VALUE ETF ETF 25434V609   14,452 288 SH   SOLE 0 288 0 0
DOXIMITY INC CL A Stock 26622P107   630 25 SH   SOLE 0 25 0 0
LUCID GROUP INC COM Stock 549498103   97 40 SH   SOLE 0 40 0 0
DIMENSIONAL INTERNATIONAL VALUE ETF ETF 25434V807   8,180 229 SH   SOLE 0 229 0 0
RIVIAN AUTOMOTIVE INC COM CL A Stock 76954A103   13,552 1,551 SH   SOLE 0 1,550 0 0
ZEBRA TECHNOLOGIES CORPORATION CL A Stock 989207105   3,038 11 SH   SOLE 0 11 0 0
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ETF 464287150   12,414 113 SH   SOLE 0 113 0 0
META PLATFORMS INC CL A Stock 30303M102   9,883 20 SH   SOLE 0 20 0 0
DIMENSIONAL US MARKETWIDE VALUE ETF ETF 25434V724   8,746 227 SH   SOLE 0 227 0 0
EPAM SYS INC COM Stock 29414B104   9,960 40 SH   SOLE 0 40 0 0
VANGUARD SHORT TERM INFL-PROTECTED ETF 922020805   143 3 SH   SOLE 0 3 0 0
ISHARES CORE MSCI EAFE ETF ETF 46432F842   890,706 12,554 SH   SOLE 0 12,554 0 0
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Stock 36266G107   596 7 SH   SOLE 0 7 0 0
KROGER CO COM Stock 501044101   12,378 224 SH   SOLE 0 224 0 0
NVIDIA CORPORATION COM Stock 67066G104   1,017,741 1,211 SH   SOLE 0 1,211 0 0
ISHARES 1-3 YR CREDIT BOND ETF ETF 464288646   1,471,387 29,016 SH   SOLE 0 29,015 0 0
ISHARES SHORT TREASURY BOND ETF ETF 464288679   212,951 1,931 SH   SOLE 0 1,931 0 0
MOSAIC CO NEW COM Stock 61945C103   6,058 200 SH   SOLE 0 200 0 0
ABBVIE INC COM Stock 00287Y109   2,199 13 SH   SOLE 0 13 0 0
SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF ETF 78463X863   205,237 8,377 SH   SOLE 0 8,377 0 0
ISHARES CORE MSCI EMERGING MARKETS ETF ETF 46434G103   12,955 259 SH   SOLE 0 259 0 0
VANGUARD TOTAL BOND MARKET ETF ETF 921937835   13,863,734 195,567 SH   SOLE 0 195,566 0 0
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF 922042775   69,750 1,240 SH   SOLE 0 1,240 0 0
NORWEGIAN CRUISE LINE HLDG LTD SHS Stock G66721104   541 30 SH   SOLE 0 30 0 0
ISHARES ESG AWARE MSCI EM ETF ETF 46434G863   1,444,609 46,361 SH   SOLE 0 46,361 0 0
ISHARES RUSSELL 2000 GROWTH ETF ETF 464287648   61,509 248 SH   SOLE 0 248 0 0
T-MOBILE US INC COM Stock 872590104   278,381 1,739 SH   SOLE 0 1,738 0 0
GENERAL DYNAMICS CORP COM Stock 369550108   92,366 325 SH   SOLE 0 324 0 0
VERALTO CORP COM SHS Stock 92338C103   91 1 SH   SOLE 0 1 0 0
MCDONALDS CORP COM Stock 580135101   39,953 148 SH   SOLE 0 148 0 0
NORDSTROM INC COM Stock 655664100   754 42 SH   SOLE 0 42 0 0
VANGUARD TOTAL INTERNATIONAL BOND ETF ETF 92203J407   6,581,977 135,404 SH   SOLE 0 135,403 0 0
ISHARES MSCI FRONTIER 100 ETF ETF 464286145   26,567 976 SH   SOLE 0 976 0 0
ISHARES RUSSELL MIDCAP ETF ETF 464287499   539,602 6,846 SH   SOLE 0 6,846 0 0
ADVANCED MICRO DEVICES INC COM Stock 007903107   7,701 50 SH   SOLE 0 50 0 0
ISHARES BITCOIN TRUST REGISTERED ETF 46438F101   174 5 SH   SOLE 0 5 0 0
GE VERNOVA INC COM Stock 36828A101   539 4 SH   SOLE 0 4 0 0
VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF ETF 921946885   35,629 573 SH   SOLE 0 573 0 0
GE AEROSPACE COM NEW Stock 369604301   3,580 23 SH   SOLE 0 23 0 0
VEEVA SYS INC CL A COM Stock 922475108   5,976 30 SH   SOLE 0 30 0 0
AMBEV SA SPONSORED ADR ADR 02319V103   68 30 SH   SOLE 0 30 0 0
LULULEMON ATHLETICA INC Stock 550021109   11,725 34 SH   SOLE 0 34 0 0
ISHARES CORE S&P 500 ETF ETF 464287200   4,090,721 8,132 SH   SOLE 0 8,132 0 0
MASIMO CORP COM Stock 574795100   5,465 40 SH   SOLE 0 40 0 0
AMC ENTMT HLDGS INC CL A NEW Stock 00165C302   6 2 SH   SOLE 0 2 0 0
CINTAS CORP COM Stock 172908105   117,029 175 SH   SOLE 0 175 0 0
SALESFORCE INC COM Stock 79466L302   23,779 86 SH   SOLE 0 86 0 0
NORTHROP GRUMMAN CORP COM Stock 666807102   10,849 24 SH   SOLE 0 24 0 0
IDEXX LABS INC COM Stock 45168D104   4,782 10 SH   SOLE 0 10 0 0
MANHATTAN ASSOCIATES INC COM Stock 562750109   27,412 120 SH   SOLE 0 120 0 0
JPMORGAN CHASE & CO COM Stock 46625H100   54,384 302 SH   SOLE 0 302 0 0
CHEVRON CORP NEW COM Stock 166764100   23,147 148 SH   SOLE 0 148 0 0
ISHARES AMT-FREE MUNI BOND ETF ETF 464288414   20,939,042 196,870 SH   SOLE 0 196,869 0 0
VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858   17,362,052 362,616 SH   SOLE 0 362,615 0 0
DANAHER CORP Stock 235851102   958 4 SH   SOLE 0 4 0 0
KOHLS CORP COM Stock 500255104   109 5 SH   SOLE 0 5 0 0
BANK AMERICA CORP COM Stock 060505104   10,569 300 SH   SOLE 0 300 0 0
WALMART INC COM Stock 931142103   8,948 150 SH   SOLE 0 150 0 0
RTX CORPORATION COM Stock 75513E101   29,721 295 SH   SOLE 0 295 0 0
VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858   12,111,258 296,119 SH   SOLE 0 296,118 0 0
VARONIS SYS INC COM Stock 922280102   9,137 210 SH   SOLE 0 210 0 0
TARGET CORP COM Stock 87612E106   7,730 47 SH   SOLE 0 47 0 0
CATERPILLAR INC COM Stock 149123101   123,620 345 SH   SOLE 0 345 0 0
ALPHABET INC CAP STK CL C Stock 02079K107   352,352 2,246 SH   SOLE 0 2,246 0 0
AMGEN INC Stock 031162100   4,753 18 SH   SOLE 0 18 0 0
PAYCOM SOFTWARE INC COM Stock 70432V102   13,080 70 SH   SOLE 0 70 0 0
WEIBO CORP SPONSORED ADR ADR 948596101   23 3 SH   SOLE 0 3 0 0
TEXAS ROADHOUSE INC COM Stock 882681109   8,963 60 SH   SOLE 0 60 0 0
GOPRO INC CL A Stock 38268T103   16 9 SH   SOLE 0 9 0 0
VANGUARD DIVIDEND APPRECIATION ETF ETF 921908844   2,427 14 SH   SOLE 0 14 0 0
ISHARES MSCI EAFE SMALL CAP ETF ETF 464288273   17,596,746 290,423 SH   SOLE 0 290,423 0 0
ISHARES AGGREGATE BOND ETF ETF 464287226   1,463,156 15,313 SH   SOLE 0 15,312 0 0
TRIMBLE INC COM Stock 896239100   8,774 150 SH   SOLE 0 150 0 0
BROOKFIELD INFRAST PARTNERS LP LP INT UNIT Stock G16252101   11,502 450 SH   SOLE 0 450 0 0
ISHARES S&P MIDCAP 400 GROWTH INDEX ETF 464287606   118,111 1,384 SH   SOLE 0 1,384 0 0
ISHARES S&P MIDCAP 400 VALUE ETF ETF 464287705   107,908 986 SH   SOLE 0 986 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS ADR 01609W102   37,025 538 SH   SOLE 0 538 0 0
AVANOS MED INC COM Stock 05350V106   112 6 SH   SOLE 0 6 0 0
ESSENTIAL UTILS INC COM Stock 29670G102   2,995 87 SH   SOLE 0 86 0 0
DELTA AIR LINES INC DEL CMN Stock 247361702   239 5 SH   SOLE 0 5 0 0
MARKETAXESS HLDGS INC COM Stock 57060D108   2,019 10 SH   SOLE 0 10 0 0
LENDINGCLUB CORP COM NEW Stock 52603A208   1,218 160 SH   SOLE 0 160 0 0
BOX INC CL A Stock 10316T104   22,759 867 SH   SOLE 0 867 0 0
EQUINIX INC COM REIT 29444U700   1,469 2 SH   SOLE 0 2 0 0
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF ETF 464288281   203 2 SH   SOLE 0 2 0 0
UNITEDHEALTH GROUP Stock 91324P102   114,958 240 SH   SOLE 0 240 0 0
SOUTHWEST AIRLS CO COM Stock 844741108   432 15 SH   SOLE 0 15 0 0
SHOPIFY INC CL A Stock 82509L107   3,471 50 SH   SOLE 0 50 0 0
AVIS BUDGET GROUP COM Stock 053774105   527 5 SH   SOLE 0 5 0 0
GRAYSCALE BITCOIN TRUST ETF 389637109   10,862 200 SH   SOLE 0 200 0 0
CHARLES SCHWAB CORP Stock 808513105   22,838 315 SH   SOLE 0 315 0 0
ISHARES GLOBAL CLEAN ENERGY ETF ETF 464288224   1,580 120 SH   SOLE 0 120 0 0
VANGUARD TAX-EXEMPT BOND ETF ETF 922907746   598,720 11,996 SH   SOLE 0 11,996 0 0
ISHARES MSCI EAFE ETF ETF 464287465   38,760 508 SH   SOLE 0 508 0 0
APPLE INC Stock 037833100   262,584 1,563 SH   SOLE 0 1,563 0 0
DISNEY WALT CO COM Stock 254687106   28,151 249 SH   SOLE 0 249 0 0
ISHARES TR RUSSELL 1000 INDEX ETF ETF 464287622   2,282,230 8,296 SH   SOLE 0 8,296 0 0
ISHARES RUSSELL 1000 VALUE ETF ETF 464287598   149,580 883 SH   SOLE 0 883 0 0